MondegarAI
SEI INVESTMENTS CO (SEIC)

Q3 2025 · 13F-HR

SEI INVESTMENTS CO (SEIC)holdings as filed

Filed 2025-11-13 · accession 0002048251-25-002343

$92.99B
Reported value
2,814
Positions
2025-09-30
Period end
View analyzed profile →PRO

The Brief · SEI INVESTMENTS CO (SEIC) · Q3 2025

AI · grounded in 13F

SEI INVESTMENTS CO (SEIC) established a new position in NVDA valued at $3.6B. The fund also initiated new stakes in MSFT for $3.5B and AAPL for $2.3B. Additional new positions include AMZN at $1.8B and VEA at $1.5B. Total assets under management stand at $93B across 2,814 positions.

Holdings as filed

First 500 of 2814

CUSIPTickerIssuerValue% port.SharesClassVoting
67066G104NVDANVIDIA CORPORATION$3.61B3.88%19,324,473CommonSOLE
594918104MSFTMICROSOFT CORP$3.47B3.73%6,693,894CommonSOLE
037833100AAPLAPPLE INC$2.26B2.43%8,878,966CommonSOLE
023135106AMZNAMAZON COM INC$1.81B1.94%8,229,689CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$1.55B1.66%25,836,401CommonSOLE
808524300SCHGSCHWAB STRATEGIC TR$1.42B1.53%44,450,869CommonSOLE
30303M102METAMETA PLATFORMS INC$1.32B1.42%1,797,509CommonSOLE
808524409SCHVSCHWAB STRATEGIC TR$1.29B1.39%44,357,295CommonSOLE
921937835BNDVANGUARD BD INDEX FDS$1.26B1.35%16,881,213CommonSOLE
11135F101AVGOBROADCOM INC$1.13B1.22%3,437,755CommonSOLE
02079K107GOOGALPHABET INC$961.3M1.03%3,946,968CommonSOLE
46435G326IDEVISHARES TR$932.1M1.00%11,627,216CommonSOLE
02079K305GOOGLALPHABET INC$906.6M0.97%3,729,392CommonSOLE
808524201SCHXSCHWAB STRATEGIC TR$826.9M0.89%31,394,167CommonSOLE
68389X105ORCLORACLE CORP$718.2M0.77%2,553,580CommonSOLE
922908736VUGVANGUARD INDEX FDS$702.6M0.76%1,464,891CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$693.9M0.75%13,859,052CommonSOLE
64110L106NFLXNETFLIX INC$683.1M0.73%569,715CommonSOLE
922908744VTVVANGUARD INDEX FDS$681.8M0.73%3,656,120CommonSOLE
46434G103IEMGISHARES INC$622.9M0.67%9,449,618CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$613.2M0.66%11,318,380CommonSOLE
81589A205SEIMSEI EXCHANGE TRADED FUNDS$597.1M0.64%13,151,647CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$590.2M0.63%1,037,613CommonSOLE
81589A304SEIVSEI EXCHANGE TRADED FUNDS$587.3M0.63%15,098,907CommonSOLE
92826C839VVISA INC$583.4M0.63%1,708,900CommonSOLE
88160R101TSLATESLA INC$553.2M0.59%1,243,836CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$543.6M0.58%1,946,496CommonSOLE
92203J407BNDXVANGUARD CHARLOTTE FDS$539.9M0.58%10,916,431CommonSOLE
464288414MUBISHARES TR$499.7M0.54%4,692,039CommonSOLE
81141R100SESEA LTD$443.1M0.48%2,479,048CommonSOLE
922020805VTIPVANGUARD MALVERN FDS$434.6M0.47%8,584,452CommonSOLE
808524862SCHOSCHWAB STRATEGIC TR$429.4M0.46%17,596,729CommonSOLE
532457108LLYELI LILLY & CO$429.1M0.46%562,345CommonSOLE
78468R606SPHYSPDR SERIES TRUST$426.7M0.46%17,822,858CommonSOLE
L8681T102SPOTSPOTIFY TECHNOLOGY S A$414.2M0.45%593,472CommonSOLE
95040Q104WELLWELLTOWER INC$410.9M0.44%2,306,626CommonSOLE
808524607SCHASCHWAB STRATEGIC TR$409.9M0.44%14,690,812CommonSOLE
833445109SNOWSNOWFLAKE INC$408.2M0.44%1,809,721CommonSOLE
82509L107SHOPSHOPIFY INC$397.4M0.43%2,674,370CommonSOLE
81762P102NOWSERVICENOW INC$364.9M0.39%396,517CommonSOLE
461202103INTUINTUIT$358.2M0.39%524,477CommonSOLE
12504L109CBRECBRE GROUP INC$342.1M0.37%2,171,448CommonSOLE
58733R102MELIMERCADOLIBRE INC$332.3M0.36%142,200CommonSOLE
46432F842IEFAISHARES TR$323.5M0.35%3,705,625CommonSOLE
03831W108APPAPPLOVIN CORP$320.6M0.34%446,154CommonSOLE
808524870SCHPSCHWAB STRATEGIC TR$318.7M0.34%11,824,350CommonSOLE
464286525ACWVISHARES INC$305.8M0.33%2,549,778CommonSOLE
032095101APHAMPHENOL CORP NEW$304.2M0.33%2,457,781CommonSOLE
922908611VBRVANGUARD INDEX FDS$303.1M0.33%1,452,261CommonSOLE
464288158SUBISHARES TR$294.1M0.32%2,754,637CommonSOLE
81589A106SEIQSEI EXCHANGE TRADED FUNDS$288.0M0.31%7,444,963CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$287.3M0.31%1,775,627CommonSOLE
369604301GEGE AEROSPACE$284.9M0.31%947,073CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$284.2M0.31%900,953CommonSOLE
922908595VBKVANGUARD INDEX FDS$282.7M0.30%949,929CommonSOLE
478160104JNJJOHNSON & JOHNSON$281.9M0.30%1,520,301CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$264.4M0.28%48,975CommonSOLE
871607107SNPSSYNOPSYS INC$264.1M0.28%535,270CommonSOLE
921946885VWOBVANGUARD WHITEHALL FDS$251.3M0.27%3,755,972CommonSOLE
235851102DHRDANAHER CORPORATION$246.6M0.27%1,243,907CommonSOLE
253868103DLRDIGITAL RLTY TR INC$246.2M0.26%1,424,209CommonSOLE
74340W103PLDPROLOGIS INC.$244.9M0.26%2,138,342CommonSOLE
879360105TDYTELEDYNE TECHNOLOGIES INC$234.7M0.25%400,514CommonSOLE
04016X101ARGXARGENX SE$230.3M0.25%312,268CommonSOLE
78409V104SPGIS&P GLOBAL INC$228.8M0.25%470,182CommonSOLE
92189H300EMLCVANECK ETF TRUST$226.8M0.24%8,889,292CommonSOLE
101137107BSXBOSTON SCIENTIFIC CORP$224.0M0.24%2,294,400CommonSOLE
G29183103ETNEATON CORP PLC$216.3M0.23%578,053CommonSOLE
25809K105DASHDOORDASH INC$213.6M0.23%785,422CommonSOLE
G54950103LINLINDE PLC$209.3M0.23%440,666CommonSOLE
464288588MBBISHARES TR$207.1M0.22%2,176,254CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$198.1M0.21%1,086,235CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$197.7M0.21%393,193CommonSOLE
00287Y109ABBVABBVIE INC$195.9M0.21%846,208CommonSOLE
980745103WWDWOODWARD INC$195.0M0.21%771,497CommonSOLE
032654105ADIANALOG DEVICES INC$194.7M0.21%792,517CommonSOLE
615369105MCOMOODYS CORP$191.3M0.21%401,396CommonSOLE
747525103QCOMQUALCOMM INC$190.0M0.20%1,142,101CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$184.0M0.20%523,777CommonSOLE
609839105MPWRMONOLITHIC PWR SYS INC$183.8M0.20%199,686CommonSOLE
17275R102CSCOCISCO SYS INC$183.3M0.20%2,678,490CommonSOLE
46120E602ISRGINTUITIVE SURGICAL INC$183.1M0.20%409,385CommonSOLE
922908769VTIVANGUARD INDEX FDS$180.7M0.19%550,556CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$180.7M0.19%1,844,065CommonSOLE
78464A284HYMBSPDR SERIES TRUST$179.4M0.19%7,195,068CommonSOLE
003261104BCIABRDN ETFS$177.0M0.19%8,218,214CommonSOLE
40415F101HDBHDFC BANK LTD$176.2M0.19%5,159,063CommonSOLE
718172109PMPHILIP MORRIS INTL INC$174.9M0.19%1,078,316CommonSOLE
278865100ECLECOLAB INC$174.1M0.19%635,765CommonSOLE
172967424CCITIGROUP INC$169.7M0.18%1,672,155CommonSOLE
22822V101CCICROWN CASTLE INC$169.4M0.18%1,756,088CommonSOLE
05722G100BKRBAKER HUGHES COMPANY$167.4M0.18%3,435,023CommonSOLE
783549108RRYDER SYS INC$166.6M0.18%883,338CommonSOLE
36828A101GEVGE VERNOVA INC$166.3M0.18%270,540CommonSOLE
361448103GATXGATX CORP$166.0M0.18%949,877CommonSOLE
615394202MOG/AMOOG INC$165.3M0.18%795,946CommonSOLE
03073E105CORCENCORA INC$165.2M0.18%528,528CommonSOLE
29444U700EQIXEQUINIX INC$164.2M0.18%209,672CommonSOLE
808513105SCHWSCHWAB CHARLES CORP$162.9M0.18%1,706,322CommonSOLE
742718109PGPROCTER AND GAMBLE CO$162.4M0.17%1,057,139CommonSOLE
759351604RGAREINSURANCE GRP OF AMERICA I$161.6M0.17%840,884CommonSOLE
464288620USIGISHARES TR$161.1M0.17%3,085,007CommonSOLE
754730109RJFRAYMOND JAMES FINL INC$161.0M0.17%932,602CommonSOLE
053332102AZOAUTOZONE INC$160.3M0.17%37,365CommonSOLE
443201108HWMHOWMET AEROSPACE INC$159.7M0.17%813,600CommonSOLE
14040H105COFCAPITAL ONE FINL CORP$159.6M0.17%750,589CommonSOLE
060505104BACBANK AMERICA CORP$158.9M0.17%3,079,287CommonSOLE
863667101SYKSTRYKER CORPORATION$158.1M0.17%427,634CommonSOLE
548661107LOWLOWES COS INC$158.0M0.17%628,664CommonSOLE
931142103WMTWALMART INC$156.8M0.17%1,521,822CommonSOLE
512807306LRCXLAM RESEARCH CORP$156.3M0.17%1,167,020CommonSOLE
143658300CCL1EURCARNIVAL CORP$156.1M0.17%5,400,549CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$154.3M0.17%3,511,914CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$154.1M0.17%801,335CommonSOLE
949746101WMT2WELLS FARGO CO NEW$152.8M0.16%1,822,482CommonSOLE
30231G102XOMEXXON MOBIL CORP$152.5M0.16%1,352,963CommonSOLE
G6683N103NUNU HLDGS LTD$152.2M0.16%9,506,890CommonSOLE
701094104PHPARKER-HANNIFIN CORP$151.7M0.16%200,047CommonSOLE
92189H409HYDVANECK ETF TRUST$151.2M0.16%2,971,087CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD$150.3M0.16%1,656,775CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$149.5M0.16%796,499CommonSOLE
00206R102TAT&T INC$148.9M0.16%5,273,082CommonSOLE
00724F101ADBEADOBE INC$148.9M0.16%421,995CommonSOLE
37960A438CLIPGLOBAL X FDS$148.7M0.16%1,481,178CommonSOLE
441593100HLIHOULIHAN LOKEY INC$147.4M0.16%717,952CommonSOLE
58933Y105MRKMERCK & CO INC$147.2M0.16%1,753,537CommonSOLE
03957W106AROCARCHROCK INC$144.7M0.16%5,499,093CommonSOLE
05464C101AXONAXON ENTERPRISE INC$143.4M0.15%199,749CommonSOLE
46429B697USMVISHARES TR$143.2M0.15%1,505,143CommonSOLE
125269100CFCF INDS HLDGS INC$139.9M0.15%1,559,862CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$139.8M0.15%404,901CommonSOLE
375558103GILDGILEAD SCIENCES INC$139.0M0.15%1,252,014CommonSOLE
969457100WMBWILLIAMS COS INC$138.7M0.15%2,189,481CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$138.7M0.15%481,615CommonSOLE
955306105WSTWEST PHARMACEUTICAL SVSC INC$138.4M0.15%527,510CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$138.2M0.15%149,335CommonSOLE
191216100KOCOCA COLA CO$137.7M0.15%2,075,628CommonSOLE
833034101SNASNAP ON INC$134.0M0.14%386,768CommonSOLE
101121101BXPBXP INC$133.6M0.14%1,796,948CommonSOLE
G0403H108AONAON PLC$132.3M0.14%371,158CommonSOLE
760759100RSGREPUBLIC SVCS INC$127.5M0.14%555,553CommonSOLE
23331A109DHID R HORTON INC$124.9M0.13%737,179CommonSOLE
58155Q103MCKMCKESSON CORP$124.7M0.13%161,445CommonSOLE
872540109TJXTJX COS INC NEW$123.7M0.13%855,469CommonSOLE
921909768VXUSVANGUARD STAR FDS$123.6M0.13%1,682,824CommonSOLE
43300A203HLTHILTON WORLDWIDE HLDGS INC$122.6M0.13%472,698CommonSOLE
G4705A100ICLRICON PLC$122.4M0.13%699,274CommonSOLE
756109104OREALTY INCOME CORP$121.0M0.13%1,991,113CommonSOLE
040413205ANETARISTA NETWORKS INC$120.3M0.13%825,917CommonSOLE
099724106BWABORGWARNER INC$120.0M0.13%2,729,098CommonSOLE
79466L302CRMSALESFORCE INC$119.1M0.13%502,579CommonSOLE
33768G107FCFSFIRSTCASH HOLDINGS INC$117.6M0.13%742,610CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$117.3M0.13%749,723CommonSOLE
78410G104SBACSBA COMMUNICATIONS CORP NEW$116.3M0.13%601,724CommonSOLE
20030N101CMCSACOMCAST CORP NEW$116.2M0.13%3,699,642CommonSOLE
172755100CRUSCIRRUS LOGIC INC$116.1M0.12%926,958CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$114.3M0.12%810,670CommonSOLE
920253101VMIVALMONT INDS INC$112.8M0.12%290,948CommonSOLE
03990B101ARESARES MANAGEMENT CORPORATION$112.3M0.12%702,365CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION$111.7M0.12%1,870,643CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$111.6M0.12%140,189CommonSOLE
049560105ATOATMOS ENERGY CORP$108.9M0.12%637,821CommonSOLE
10316T104BOXBOX INC$107.0M0.12%3,316,783CommonSOLE
98419M100XYLXYLEM INC$106.7M0.11%723,642CommonSOLE
026874784AIGAMERICAN INTL GROUP INC$105.5M0.11%1,343,603CommonSOLE
166764100CVXCHEVRON CORP NEW$105.3M0.11%678,033CommonSOLE
064058100BKBANK NEW YORK MELLON CORP$105.0M0.11%963,682CommonSOLE
922908363VOOVANGUARD INDEX FDS$103.4M0.11%168,843CommonSOLE
437076102HDHOME DEPOT INC$103.2M0.11%254,724CommonSOLE
947890109WBSWEBSTER FINL CORP$102.7M0.11%1,727,777CommonSOLE
922475108VEEVVEEVA SYS INC$102.4M0.11%343,816CommonSOLE
03076C106AMPAMERIPRISE FINL INC$102.2M0.11%208,066CommonSOLE
237194105DRIDARDEN RESTAURANTS INC$101.4M0.11%532,491CommonSOLE
75513E101RTXRTX CORPORATION$101.1M0.11%603,969CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$100.8M0.11%159,925CommonSOLE
98978V103ZTSZOETIS INC$99.8M0.11%681,982CommonSOLE
98149E303GLDMWORLD GOLD TR$99.4M0.11%1,299,889CommonSOLE
97650W108WTFCWINTRUST FINL CORP$98.8M0.11%745,948CommonSOLE
G5960L103MDTMEDTRONIC PLC$98.7M0.11%1,036,749CommonSOLE
042735100ARWARROW ELECTRS INC$98.6M0.11%814,794CommonSOLE
436440101HO1HOLOGIC INC$98.3M0.11%1,456,904CommonSOLE
78463X889SPDWSPDR INDEX SHS FDS$98.2M0.11%2,295,455CommonSOLE
002824100ABTABBOTT LABS$97.5M0.10%727,954CommonSOLE
55354G100MSCIMSCI INC$97.3M0.10%171,428CommonSOLE
22052L104CTVACORTEVA INC$97.2M0.10%1,436,649CommonSOLE
831865209AOSSMITH A O CORP$96.9M0.10%1,320,411CommonSOLE
369550108GDGENERAL DYNAMICS CORP$96.3M0.10%282,284CommonSOLE
743315103PGRPROGRESSIVE CORP$94.8M0.10%384,066CommonSOLE
92939U106WECWEC ENERGY GROUP INC$93.6M0.10%817,208CommonSOLE
596278101MIDDMIDDLEBY CORP$92.8M0.10%697,865CommonSOLE
02209S103MOALTRIA GROUP INC$92.7M0.10%1,403,066CommonSOLE
770700102HOODROBINHOOD MKTS INC$92.4M0.10%645,447CommonSOLE
146869102CVNACARVANA CO$91.7M0.10%242,993CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$91.5M0.10%324,140CommonSOLE
531229755FWONKLIBERTY MEDIA CORP DEL$91.0M0.10%871,462CommonSOLE
038222105AMATAPPLIED MATLS INC$90.1M0.10%440,174CommonSOLE
025816109AXPAMERICAN EXPRESS CO$89.8M0.10%270,471CommonSOLE
031162100AMGNAMGEN INC$89.5M0.10%317,289CommonSOLE
46187W107INVHINVITATION HOMES INC$89.4M0.10%3,047,235CommonSOLE
46284V101IRMIRON MTN INC DEL$89.0M0.10%872,870CommonSOLE
482480100KLACKLA CORP$88.9M0.10%82,410CommonSOLE
617446448MSMORGAN STANLEY$88.4M0.10%555,939CommonSOLE
74460D109PSAPUBLIC STORAGE OPER CO$87.4M0.09%302,468CommonSOLE
297178105ESSESSEX PPTY TR INC$87.0M0.09%325,218CommonSOLE
254687106DISDISNEY WALT CO$86.9M0.09%758,565CommonSOLE
27579R104EWBCEAST WEST BANCORP INC$86.6M0.09%813,173CommonSOLE
81589A403SELVSEI EXCHANGE TRADED FUNDS$86.2M0.09%2,698,387CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$85.6M0.09%508,320CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$85.5M0.09%614,561CommonSOLE
457669307INSMINSMED INC$85.5M0.09%593,885CommonSOLE
428291108HXLHEXCEL CORP NEW$85.4M0.09%1,361,552CommonSOLE
88034P109TMETENCENT MUSIC ENTMT GROUP$85.3M0.09%3,652,614CommonSOLE
835699307SONYSONY GROUP CORP$85.0M0.09%2,952,228CommonSOLE
N72482206QGENQIAGEN NV$85.0M0.09%1,902,296CommonSOLE
98389B100XELXCEL ENERGY INC$84.4M0.09%1,046,999CommonSOLE
278642103EBAYEBAY INC.$83.9M0.09%922,982CommonSOLE
595112103MUMICRON TECHNOLOGY INC$83.9M0.09%501,168CommonSOLE
502431109LHXL3HARRIS TECHNOLOGIES INC$83.8M0.09%274,233CommonSOLE
87165B103SYFSYNCHRONY FINANCIAL$82.7M0.09%1,163,661CommonSOLE
37045V100GMGENERAL MTRS CO$82.0M0.09%1,345,543CommonSOLE
G96629103WTWWILLIS TOWERS WATSON PLC LTD$81.5M0.09%235,809CommonSOLE
629377508NRGNRG ENERGY INC$81.4M0.09%502,361CommonSOLE
126650100CVSCVS HEALTH CORP$81.3M0.09%1,079,062CommonSOLE
219350105GLWCORNING INC$81.3M0.09%990,630CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC$80.9M0.09%402,828CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$80.6M0.09%326,772CommonSOLE
902973304USBUS BANCORP DEL$80.4M0.09%1,662,925CommonSOLE
501044101KRKROGER CO$80.1M0.09%1,188,187CommonSOLE
06738E204BCSBARCLAYS PLC$79.7M0.09%3,855,037CommonSOLE
090572207BIOBIO RAD LABS INC$79.2M0.09%282,469CommonSOLE
526057104LENLENNAR CORP$78.4M0.08%622,133CommonSOLE
96208T104WEXWEX INC$78.3M0.08%496,735CommonSOLE
H2906T109GRMNGARMIN LTD$78.0M0.08%316,647CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$77.7M0.08%363,664CommonSOLE
G2519Y108BAPCREDICORP LTD$77.6M0.08%291,604CommonSOLE
65339F101NEENEXTERA ENERGY INC$77.2M0.08%1,023,164CommonSOLE
009158106APDAIR PRODS & CHEMS INC$77.1M0.08%282,674CommonSOLE
20825C104COPCONOCOPHILLIPS$77.0M0.08%813,609CommonSOLE
127055101CBTCABOT CORP$76.7M0.08%1,008,847CommonSOLE
14149Y108CAHCARDINAL HEALTH INC$76.5M0.08%487,696CommonSOLE
M22465104CHKPCHECK POINT SOFTWARE TECH LT$76.5M0.08%369,713CommonSOLE
713448108PEPPEPSICO INC$76.4M0.08%544,016CommonSOLE
09260D107BXBLACKSTONE INC$75.9M0.08%444,468CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$75.1M0.08%4,410,059CommonSOLE
125523100CITHE CIGNA GROUP$74.8M0.08%259,504CommonSOLE
682189105ONON SEMICONDUCTOR CORP$74.7M0.08%1,514,612CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$74.0M0.08%152,589CommonSOLE
717081103PFEPFIZER INC$73.6M0.08%2,890,092CommonSOLE
855244109SBUXSTARBUCKS CORP$73.4M0.08%867,159CommonSOLE
244199105DEDEERE & CO$73.3M0.08%160,392CommonSOLE
651639106NEMNEWMONT CORP$73.2M0.08%868,395CommonSOLE
G3223R108EGEVEREST GROUP LTD$73.0M0.08%208,440CommonSOLE
22266T109CPNGCOUPANG INC$72.6M0.08%2,255,167CommonSOLE
N07059210ASMLASML HOLDING N V$72.4M0.08%74,765CommonSOLE
229899109CFRCULLEN FROST BANKERS INC$72.1M0.08%568,358CommonSOLE
749685103RPMRPM INTL INC$72.0M0.08%611,208CommonSOLE
G51502105JCIJOHNSON CTLS INTL PLC$71.7M0.08%651,625CommonSOLE
783513203RYAAYRYANAIR HOLDINGS PLC$71.0M0.08%1,179,414CommonSOLE
962166104WYWEYERHAEUSER CO MTN BE$70.7M0.08%2,850,658CommonSOLE
12572Q105CMECME GROUP INC$70.5M0.08%260,952CommonSOLE
87422Q109TLNTALEN ENERGY CORP$70.4M0.08%165,449CommonSOLE
23804L103DDOGDATADOG INC$70.0M0.08%491,711CommonSOLE
882508104TXNTEXAS INSTRS INC$69.3M0.07%377,298CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$69.3M0.07%200,030CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$69.2M0.07%301,090CommonSOLE
92532F100VRTXVERTEX PHARMACEUTICALS INC$69.1M0.07%176,527CommonSOLE
866674104SUISUN CMNTYS INC$68.8M0.07%533,532CommonSOLE
94106L109WMWASTE MGMT INC DEL$68.7M0.07%311,135CommonSOLE
29364G103ETRENTERGY CORP NEW$68.3M0.07%732,467CommonSOLE
22002T108CDPCOPT DEFENSE PROPERTIES$67.5M0.07%2,322,515CommonSOLE
98138H101WDAYWORKDAY INC$66.8M0.07%277,402CommonSOLE
Y2573F102FLEXFLEX LTD$66.7M0.07%1,151,245CommonSOLE
66987V109NVSNOVARTIS AG$66.7M0.07%520,091CommonSOLE
097023105BABOEING CO$66.7M0.07%308,821CommonSOLE
45168D104IDXXIDEXX LABS INC$66.1M0.07%103,396CommonSOLE
40412C101HCAHCA HEALTHCARE INC$66.0M0.07%154,954CommonSOLE
907818108UNPUNION PAC CORP$66.0M0.07%279,210CommonSOLE
009066101ABNBAIRBNB INC$65.9M0.07%542,870CommonSOLE
45104G104IBNICICI BANK LIMITED$65.6M0.07%2,170,575CommonSOLE
14020V108CGUSCAPITAL GROUP CORE EQUITY ET$65.5M0.07%1,657,531CommonSOLE
46138G508BKLNINVESCO EXCH TRADED FD TR II$65.1M0.07%3,112,698CommonSOLE
N00985106AERAERCAP HOLDINGS NV$64.8M0.07%535,537CommonSOLE
00971T101AKAMAKAMAI TECHNOLOGIES INC$64.8M0.07%855,212CommonSOLE
H01301128ALCALCON AG$64.7M0.07%868,813CommonSOLE
294429105EFXEQUIFAX INC$64.4M0.07%251,106CommonSOLE
29084Q100EMEEMCOR GROUP INC$64.1M0.07%98,682CommonSOLE
803054204SAPSAP SE$63.7M0.07%238,474CommonSOLE
363576109AJGGALLAGHER ARTHUR J & CO$63.5M0.07%204,836CommonSOLE
025537101AEPAMERICAN ELEC PWR CO INC$63.2M0.07%562,015CommonSOLE
595017104MCHPMICROCHIP TECHNOLOGY INC.$63.2M0.07%983,977CommonSOLE
835495102SONSONOCO PRODS CO$62.7M0.07%1,455,299CommonSOLE
384802104GWWGRAINGER W W INC$62.5M0.07%65,609CommonSOLE
466313103JBLJABIL INC$62.2M0.07%286,599CommonSOLE
64110D104NTAPNETAPP INC$62.1M0.07%523,894CommonSOLE
194162103CLCOLGATE PALMOLIVE CO$62.0M0.07%775,081CommonSOLE
92345Y106VRSKVERISK ANALYTICS INC$61.8M0.07%245,759CommonSOLE
606822104MUFGMITSUBISHI UFJ FINL GROUP IN$61.3M0.07%3,842,944CommonSOLE
N97284108NBISNEBIUS GROUP N.V.$61.2M0.07%545,499CommonSOLE
277432100EMNEASTMAN CHEM CO$60.9M0.07%966,228CommonSOLE
75524B104RBCRBC BEARINGS INC$60.8M0.07%155,805CommonSOLE
48251W104KKRKKR & CO INC$60.5M0.07%465,434CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$59.8M0.06%1,362,101CommonSOLE
H1467J104CBCHUBB LIMITED$59.8M0.06%211,898CommonSOLE
346375108FORMFORMFACTOR INC$59.7M0.06%1,640,144CommonSOLE
688239201OSKOSHKOSH CORP$59.4M0.06%457,877CommonSOLE
42226A107HQYHEALTHEQUITY INC$59.2M0.06%624,272CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$58.9M0.06%1,400,891CommonSOLE
059460303BBDBANCO BRADESCO S A$58.8M0.06%17,389,934CommonSOLE
571748102MRSHMARSH & MCLENNAN COS INC$58.1M0.06%288,181CommonSOLE
49446R109KIMKIMCO RLTY CORP$57.9M0.06%2,649,476CommonSOLE
422806208HEI/AHEICO CORP NEW$57.7M0.06%227,099CommonSOLE
655844108NSCNORFOLK SOUTHN CORP$57.6M0.06%191,891CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$57.6M0.06%858,506CommonSOLE
G7496G103RNRRENAISSANCERE HLDGS LTD$57.4M0.06%225,852CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$57.2M0.06%1,128,038CommonSOLE
05352A100AVTRAVANTOR INC$57.0M0.06%4,563,468CommonSOLE
22160N109CSGPCOSTAR GROUP INC$56.7M0.06%671,686CommonSOLE
88033G407THCTENET HEALTHCARE CORP$56.2M0.06%276,626CommonSOLE
337738108FISVFISERV INC$56.1M0.06%435,148CommonSOLE
580135101MCDMCDONALDS CORP$56.1M0.06%184,541CommonSOLE
771049103RBLXROBLOX CORP$55.9M0.06%403,497CommonSOLE
18915M107NETCLOUDFLARE INC$55.9M0.06%260,313CommonSOLE
036752103ELVELEVANCE HEALTH INC FORMERLY$55.4M0.06%171,558CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$55.3M0.06%112,831CommonSOLE
958102105WDCWESTERN DIGITAL CORP$55.2M0.06%459,874CommonSOLE
046353108AZNNASTRAZENECA PLC$55.0M0.06%717,274CommonSOLE
149123101CATCATERPILLAR INC$55.0M0.06%115,226CommonSOLE
464287648IWOISHARES TR$54.6M0.06%170,642CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$54.2M0.06%892,971CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC$54.1M0.06%128,188CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$54.1M0.06%436,957CommonSOLE
46429B689EFAVISHARES TR$53.8M0.06%633,870CommonSOLE
42824C109HPEHEWLETT PACKARD ENTERPRISE C$53.7M0.06%2,185,603CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$53.6M0.06%497,554CommonSOLE
231561101CWCURTISS WRIGHT CORP$53.6M0.06%98,658CommonSOLE
89151E109TTENTOTALENERGIES SE$53.6M0.06%897,221CommonSOLE
92840M102VSTVISTRA CORP$53.3M0.06%272,257CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$53.3M0.06%298,038CommonSOLE
136375102CNICANADIAN NATL RY CO$53.1M0.06%562,902CommonSOLE
592688105MTDMETTLER TOLEDO INTERNATIONAL$52.9M0.06%43,087CommonSOLE
126408103CSXCSX CORP$52.8M0.06%1,486,292CommonSOLE
681116109OLLIOLLIES BARGAIN OUTLET HLDGS$52.7M0.06%410,255CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$52.2M0.06%701,110CommonSOLE
42226K105HRHEALTHCARE RLTY TR$51.7M0.06%2,868,259CommonSOLE
053484101AVBAVALONBAY CMNTYS INC$51.6M0.06%266,967CommonSOLE
456788108INFYINFOSYS LTD$51.3M0.06%3,153,271CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$51.2M0.06%97,865CommonSOLE
09290D101BLKBLACKROCK INC$50.9M0.05%43,688CommonSOLE
311900104FASTFASTENAL CO$50.9M0.05%1,038,511CommonSOLE
773903109ROKROCKWELL AUTOMATION INC$50.8M0.05%145,429CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$50.8M0.05%1,715,783CommonSOLE
V5633W109MMYTMAKEMYTRIP LIMITED MAURITIUS$50.7M0.05%542,079CommonSOLE
127097103CTRACOTERRA ENERGY INC$50.7M0.05%2,143,748CommonSOLE
74275K108PCORPROCORE TECHNOLOGIES INC$50.5M0.05%693,083CommonSOLE
857477103STTSTATE STR CORP$50.4M0.05%434,482CommonSOLE
29358P101ENSGENSIGN GROUP INC$50.0M0.05%289,520CommonSOLE
15135B101CNCCENTENE CORP DEL$49.9M0.05%1,398,796CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC$49.5M0.05%108,335CommonSOLE
174610105CFGCITIZENS FINL GROUP INC$49.4M0.05%929,157CommonSOLE
668771108GENGEN DIGITAL INC$49.3M0.05%1,735,924CommonSOLE
G02602103DOXAMDOCS LTD$49.3M0.05%600,258CommonSOLE
147448104CWSTCASELLA WASTE SYS INC$48.9M0.05%515,845CommonSOLE
G25508105CRHCRH PLC$48.9M0.05%408,126CommonSOLE
052769106ADSKAUTODESK INC$48.9M0.05%153,813CommonSOLE
P31076105CPACOPA HOLDINGS SA$48.7M0.05%409,739CommonSOLE
008492100ADCAGREE RLTY CORP$48.6M0.05%683,794CommonSOLE
02665T306AMHAMERICAN HOMES 4 RENT$48.5M0.05%1,459,036CommonSOLE
337932107FEFIRSTENERGY CORP$48.3M0.05%1,053,662CommonSOLE
464287630IWNISHARES TR$48.2M0.05%272,584CommonSOLE
92276F100VTRVENTAS INC$47.8M0.05%683,333CommonSOLE
315616102FFIVF5 INC$47.8M0.05%147,920CommonSOLE
58506Q109MEDPMEDPACE HLDGS INC$47.8M0.05%92,894CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC$47.3M0.05%333,775CommonSOLE
504922105LHLABCORP HOLDINGS INC$47.2M0.05%164,563CommonSOLE
247361702DALDELTA AIR LINES INC DEL$47.2M0.05%831,278CommonSOLE
26875P101EOGEOG RES INC$47.1M0.05%420,358CommonSOLE
19260Q107COINCOINBASE GLOBAL INC$47.1M0.05%139,639CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$46.7M0.05%93,435CommonSOLE
60937P106MDBMONGODB INC$46.6M0.05%150,244CommonSOLE
733174700BPOPPOPULAR INC$46.5M0.05%365,952CommonSOLE
422806109HEIHEICO CORP NEW$46.5M0.05%143,962CommonSOLE
115236101BROBROWN & BROWN INC$46.4M0.05%494,458CommonSOLE
000360206AAONAAON INC$46.2M0.05%494,784CommonSOLE
04626A103ALABASTERA LABS INC$46.1M0.05%235,446CommonSOLE
573874104MRVLMARVELL TECHNOLOGY INC$46.0M0.05%546,919CommonSOLE
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$45.7M0.05%681,093CommonSOLE
G8060N102STSENSATA TECHNOLOGIES HLDG PL$45.6M0.05%1,493,396CommonSOLE
207410101CNMDCONMED CORP$45.3M0.05%963,789CommonSOLE
431284108HIWHIGHWOODS PPTYS INC$45.3M0.05%1,423,710CommonSOLE
929042109VNOVORNADO RLTY TR$45.3M0.05%1,117,446CommonSOLE
012653101ALBALBEMARLE CORP$45.3M0.05%558,555CommonSOLE
231021106CMICUMMINS INC$45.2M0.05%107,129CommonSOLE
94106B101WCNWASTE CONNECTIONS INC$45.2M0.05%257,352CommonSOLE
171779309CIENCIENA CORP$45.2M0.05%309,977CommonSOLE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$45.1M0.05%1,319,557CommonSOLE
35671D857FCXFREEPORT-MCMORAN INC$45.0M0.05%1,148,437CommonSOLE
92338C103VLTOVERALTO CORP$45.0M0.05%421,944CommonSOLE
G0378L100AUANGLOGOLD ASHANTI PLC$44.9M0.05%639,012CommonSOLE
228368106CCKCROWN HLDGS INC$44.6M0.05%461,647CommonSOLE
46436E767USXFISHARES TR$44.4M0.05%775,582CommonSOLE
74935Q107RBARB GLOBAL INC$44.4M0.05%409,999CommonSOLE
925652109VICIVICI PPTYS INC$44.3M0.05%1,359,985CommonSOLE
974155103WINGWINGSTOP INC$44.3M0.05%176,136CommonSOLE
35137L105FOXAFOX CORP$44.3M0.05%702,025CommonSOLE
45784P101PODDINSULET CORP$44.1M0.05%142,888CommonSOLE
02005N100ALLYALLY FINL INC$44.1M0.05%1,125,188CommonSOLE
902653104UDRUDR INC$44.0M0.05%1,180,983CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$44.0M0.05%149,857CommonSOLE
384109104GGGGRACO INC$43.9M0.05%516,711CommonSOLE
031100100AMEAMETEK INC$43.7M0.05%232,370CommonSOLE
217204106CPRTCOPART INC$43.7M0.05%971,129CommonSOLE
912008109USFDUS FOODS HLDG CORP$43.5M0.05%567,639CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$43.3M0.05%960,735CommonSOLE
G87052109TELTE CONNECTIVITY PLC$43.2M0.05%196,787CommonSOLE
294821608ERICTELEFONAKTIEBOLAGET LM ERICS$43.2M0.05%5,218,888CommonSOLE
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$43.1M0.05%94,481CommonSOLE
91913Y100VLOVALERO ENERGY CORP$43.1M0.05%252,988CommonSOLE
31488V107FERGFERGUSON ENTERPRISES INC$42.9M0.05%190,979CommonSOLE
893641100TDGTRANSDIGM GROUP INC$42.8M0.05%32,501CommonSOLE
012348108AINALBANY INTL CORP$42.8M0.05%802,840CommonSOLE
74624M102PPURE STORAGE INC$42.6M0.05%508,781CommonSOLE
607828100MODMODINE MFG CO$42.6M0.05%299,771CommonSOLE
285512109EAELECTRONIC ARTS INC$42.6M0.05%211,187CommonSOLE
450056106IRTCIRHYTHM TECHNOLOGIES INC$42.5M0.05%246,966CommonSOLE
876030107TPRTAPESTRY INC$42.4M0.05%374,816CommonSOLE
910047109UALUNITED AIRLS HLDGS INC$42.4M0.05%439,113CommonSOLE
345370860FFORD MTR CO$42.3M0.05%3,538,369CommonSOLE
888787108TOSTTOAST INC$42.3M0.05%1,158,138CommonSOLE
64125C109NBIXNEUROCRINE BIOSCIENCES INC$42.1M0.05%300,195CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$42.1M0.05%128,023CommonSOLE
698813102PZZAPAPA JOHNS INTL INC$42.1M0.05%874,431CommonSOLE
816851109SRESEMPRA$42.1M0.05%467,411CommonSOLE
78351F107RYANRYAN SPECIALTY HOLDINGS INC$42.0M0.05%744,752CommonSOLE
45337C102INCYINCYTE CORP$41.8M0.04%492,670CommonSOLE
40090E106CIBGRUPO CIBEST SA$41.6M0.04%801,474CommonSOLE
929160109VMCVULCAN MATLS CO$41.5M0.04%135,025CommonSOLE
49271V100KDPKEURIG DR PEPPER INC$41.5M0.04%1,627,820CommonSOLE
25746U109DDOMINION ENERGY INC$41.2M0.04%673,118CommonSOLE
50212V100LPLALPL FINL HLDGS INC$41.2M0.04%123,735CommonSOLE
761152107RMDRESMED INC$41.0M0.04%149,658CommonSOLE
04351P101ASNDUSDASCENDIS PHARMA A/S$40.8M0.04%205,319CommonSOLE
45778Q107NSPINSPERITY INC$40.8M0.04%828,545CommonSOLE
92537N108VRTVERTIV HOLDINGS CO$40.8M0.04%270,142CommonSOLE
14174T107CTRECARETRUST REIT INC$40.6M0.04%1,171,403CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$40.6M0.04%1,034,753CommonSOLE
872590104TMUST-MOBILE US INC$40.5M0.04%169,149CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$40.5M0.04%125,030CommonSOLE
553498106MSAMSA SAFETY INC$40.3M0.04%234,115CommonSOLE
25754A201DPZDOMINOS PIZZA INC$40.2M0.04%93,044CommonSOLE
59156R108METMETLIFE INC$40.0M0.04%485,425CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$39.9M0.04%93,858CommonSOLE
007973100AEISADVANCED ENERGY INDS$39.7M0.04%233,358CommonSOLE
681936100OHIOMEGA HEALTHCARE INVS INC$39.5M0.04%935,399CommonSOLE
880770102TERTERADYNE INC$39.5M0.04%286,870CommonSOLE
37733W204GSKGSK PLC$39.5M0.04%914,831CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$39.4M0.04%193,566CommonSOLE
61174X109MNSTMONSTER BEVERAGE CORP NEW$39.3M0.04%584,524CommonSOLE
704326107PAYXPAYCHEX INC$39.3M0.04%310,138CommonSOLE
78464A391EBNDSPDR SERIES TRUST$39.1M0.04%1,830,680CommonSOLE
91529Y106UNMUNUM GROUP$38.7M0.04%497,931CommonSOLE
70975L107PENPENUMBRA INC$38.3M0.04%151,266CommonSOLE
199908104FIXCOMFORT SYS USA INC$38.3M0.04%46,409CommonSOLE
842587107SOSOUTHERN CO$38.3M0.04%403,812CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$38.0M0.04%269,949CommonSOLE
666807102NOCNORTHROP GRUMMAN CORP$37.8M0.04%62,100CommonSOLE
47233W109JEFJEFFERIES FINL GROUP INC$37.6M0.04%574,119CommonSOLE
46982L108JJACOBS SOLUTIONS INC$37.4M0.04%249,847CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$37.4M0.04%409,033CommonSOLE
71654V408PBRPETROLEO BRASILEIRO SA PETRO$37.1M0.04%2,934,005CommonSOLE
38526M106LOPEGRAND CANYON ED INC$37.0M0.04%168,755CommonSOLE
G8473T100STESTERIS PLC$37.0M0.04%149,674CommonSOLE
654106103NKENIKE INC$37.0M0.04%530,871CommonSOLE
571903202MARMARRIOTT INTL INC NEW$36.9M0.04%141,837CommonSOLE
444859102HUMHUMANA INC$36.9M0.04%141,974CommonSOLE
G3323L100FNFABRINET$36.7M0.04%100,747CommonSOLE
29362U104ENTGENTEGRIS INC$36.7M0.04%396,738CommonSOLE
26884L109EQTEQT CORP$36.3M0.04%666,285CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$36.2M0.04%3,973,196CommonSOLE
49427F108KRCKILROY RLTY CORP$36.1M0.04%854,556CommonSOLE
464288570DSIISHARES TR$36.0M0.04%285,785CommonSOLE
G25839104CCEPCOCA-COLA EUROPACIFIC PARTNE$36.0M0.04%397,923CommonSOLE
35137L204FOXFOX CORP$36.0M0.04%627,862CommonSOLE
30161Q104EXELEXELIXIS INC$35.9M0.04%868,088CommonSOLE
78463X509SPEMSPDR INDEX SHS FDS$35.8M0.04%765,764CommonSOLE
316773100FITBFIFTH THIRD BANCORP$35.7M0.04%801,360CommonSOLE
05605H100BWXTBWX TECHNOLOGIES INC$35.7M0.04%193,378CommonSOLE
216648501COOCOOPER COS INC$35.4M0.04%517,004CommonSOLE
525327102LDOSLEIDOS HOLDINGS INC$35.2M0.04%186,515CommonSOLE
46435G516ESGDISHARES TR$35.2M0.04%378,896CommonSOLE
075887109BDXBECTON DICKINSON & CO$35.2M0.04%188,224CommonSOLE
56585A102MPCMARATHON PETE CORP$35.1M0.04%182,282CommonSOLE
89417E109TRVTRAVELERS COMPANIES INC$35.0M0.04%125,192CommonSOLE
31620M106FISFIDELITY NATL INFORMATION SV$34.8M0.04%527,060CommonSOLE
142339100CSLCARLISLE COS INC$34.7M0.04%105,417CommonSOLE
609207105MDLZMONDELEZ INTL INC$34.5M0.04%552,813CommonSOLE
722304102PDDPDD HOLDINGS INC$34.4M0.04%260,413CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$34.3M0.04%338,443CommonSOLE
042068205ARMARM HOLDINGS PLC$34.2M0.04%241,876CommonSOLE
775711104ROLROLLINS INC$34.2M0.04%582,565CommonSOLE
707569109PENNPENN ENTERTAINMENT INC$34.2M0.04%1,774,790CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.